CAPTRUST Financial Advisors, the independent advisory firm that works on the UNC Retirement Programs, will be conducting phone consultations on Feb. 26 and March 4, 5, 11, 12, 19 & 20. If desired, there are video/screensharing capabilities available at the time of your appointment.
Topics covered in the forty-five-minute individual advisory sessions include, but are not limited to, the following:
• Retirement and general financial planning • Investment education and advice
You also will have an opportunity to create a Retirement Blueprint, CAPTRUST’s interactive retirement readiness tool. To learn more about CAPTRUST and the Participant Advisory Service, you can view a short and informative video here: Investment and Retirement Plan Advice Made Easy (captrustadvice.com).
These one-on-one sessions are offered to you solely as a benefit; be assured that CAPTRUST's role is not to sell you anything, but purely to help you make sound investment decisions.